Montgomery launches Small Companies Fund

Montgomery Investment Management is pleased to announce the launch of its first Small Companies Fund under a new joint venture that welcomes respected fund managers Gary Rollo and Dominic Rose to the firm.

The Montgomery Small Companies Fund opens on 20 September and will typically invest in a high conviction portfolio of 30 to 50 small companies listed in Australia and New Zealand, and pre-IPO opportunities. Rollo and Rose will lead the management of the fund.

 “We’re delighted to welcome the exceptionally experienced Gary and Dominic to Montgomery,” said Montgomery’s Chief Investment Officer, Roger Montgomery.

“We’re very excited about the small companies arena, having lived it for years now,” said Rollo. “Smaller companies often have exceptional growth prospects but are under-researched by brokers. That can create great opportunities to buy in at sensible prices for those with the time and expertise to learn about them.”

Between them, Rollo and Rose have held portfolio management and research roles at Renaissance Asset Management, Morgan Stanley, J.P. Morgan and Deutsche Bank, focusing on small-cap and technology companies. Over the past three years, the pair managed the MHOR Australian Small Cap Fund.

“It is clear to me that applying conviction investing to small caps reveals opportunities that many miss,” said Montgomery. “But finding tomorrow’s leaders today means knowing these businesses personally. It also means underpinning deep analysis with hundreds of face-to-face meetings each year.”

 The Montgomery Small Companies Fund will be actively managed, and will pursue a long-only, style‑neutral approach focused on outperforming the S&P/ASX Small Ordinaries Accumulation index over a rolling five-year period. The minimum initial investment is $25,000.

To learn more about the people running the fund, please read more about Gary Rollo and Dominic Rose.

To pre-register to receive more information about the launch of the Montgomery Small Companies Fund, please click here.

Our Funds

The Montgomery Fund

  • AUSTRALIA/NZ
  • Concentrated high conviction equities
  • From $25,000
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Montgomery Global Fund

  • GLOBAL
  • Concentrated high conviction equities
  • From $25,000
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Montgomery Alpha Plus Fund

  • GLOBAL
  • A market neutral strategy
  • From $50,000
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Montaka Global Access Fund

  • GLOBAL
  • Access long/short global equity portfolio
  • From $50,000
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Montgomery Global Equities Fund (ASX:MOGL)

  • GLOBAL
  • Concentrated high conviction equities
  • No minimum investment - see your broker limits
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Our Funds

Concentrated High Conviction Equities

Listed

Montgomery Global Equities Fund (ASX:MOGL)

Global
Available on the ASX as an Exchange Traded Managed Fund, invests in 15 to 30 quality global businesses for long-term capital growth with a target distribution yield of 4.5% per annum. Mirrors the strategy of the Montgomery Global Fund.
Unlisted From $25,000

Montgomery Global Fund

Global
Invests in 15 to 30 quality global businesses for long-term capital growth. Priced daily. Mirrors the strategy of the Montgomery Global Equities Fund (ASX:MOGL).
Unlisted from $25,000

The Montgomery Fund

Australia/NZ
Aims to provide long-term growth and income by investing in 20 to 40 high-quality Australian and New Zealand businesses trading at attractive valuations. Priced daily.
New Fund

Montgomery Small Companies Fund

Australia/NZ
Aims to provide long-term growth by investing in 30 to 50 high quality, undervalued, Australian and NZ small and emerging companies with strong growth potential. Priced daily.
Unlisted from $1 Million

The Montgomery [Private] Fund

Australia/NZ
Seeks to deliver absolute returns from a portfolio of high-quality Australian and New Zealand businesses. Capital preservation is paramount. By invitation only.

Alternate Equity Strategies

Unlisted from $50,000

Montgomery Alpha Plus Fund

Global
Aims to generate positive returns in both rising and falling markets. Invests in 80 to 180 global businesses expected to deliver above-average returns, while selling short a similar-sized portfolio expected to deliver below-average returns. Priced daily.
Unlisted from $50,000

Montaka Global Access Fund

Global
Aims to generate materially higher risk-adjusted returns, net of fees, than is generally available in the equities market over the medium term. Priced monthly. Provides retail investors access to the Montaka Global Fund.
Unlisted From $1 Million

Montaka Global Fund

Global
Aims to generate materially higher risk-adjusted returns, net of fees, than is generally available in the equities market over the medium term. By invitation only.